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Job Responsibilities and Requirements: Key Responsibilities New Client and Business Development Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors, with a focus on Investments Prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events Assist the Banker in profiling, qualifying and converting prospects into CPB clients. Identify new investment opportunities with existing clients Assist the Banker in delivering a investment solutions that meet the client's needs Client/prospect meetings - organize the pre-call planning, organizing post-meeting de-briefs, and maintain all client call records including call reports Sales Support / Relationship Management Serve as a back-up to the Banker; demonstrate subject matter expertise in investments Assist the Banker in creating, organizing, and implementing a wealth management strategy designed to deepen relationships with existing clients Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker Facilitate small credit structures with client and all shelter mortgage products -Based on client need, introduce cash management services or capital markets foreign exchange services to clients; coordinate the client class with product partners and update Bankers as appropriate Manage Capital Contribution Loan Program and Affinity Group Manage IRA transfers and rollovers Maintain appropriate levels of contact with clients to assist the Banker in revising strategy based on clients' needs and changes in investment markets Handle complex client inquiries and resolve issues unrelated to service & account opening. Compliance Oversight and Controls Complete the monthly Periodic Review requirements and smooth out the flow of Periodic Reviews due month over month. Check the financials, delinquencies, update AAMs, prepare retail call memos, track and advise on Periodic Review status and required completion tasks. Investment Objective Setting (IOS) - collect and confirm from Bankers the client's investment objectives setting and risk tolerance. Assist with the Annual Attestation process and suitability reviews Confirm with Banker clients' investment objectives and risk tolerance by interfacing with clients to obtain appropriate documentation and liaise with Client Account Officers to ensure all aspects of client records and documentation are completed and updated Hand off client risk portfolio data and new account information to On-Boarding Specialist Financial services background with at least 5-10 years experience. Strong knowledge of investments is required; banking and credit products desirable Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing Candidate should be eager to develop skills in business development and have a background with client onboarding (account docs prep, work) . Candidate should be a self-starter, multi-tasking, great communication/writing skills, and efficient. Looking for a commitment to this AB role for a few years (3-5), willing to learn/be mentored, motivated to grow with our client base as we see within the LFG model (attorney life cycle). Prefer candidate be based in OC or based in LA (with a commitment to travel to OC on a scheduled basis). Ability to understand, utilize and learn computer and web based applications Licensing: series 7, 63 and 65 or 66 B.A. plus relevant financial services experience required.

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